KFI
DES icon

Key Financial Inc’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Key Financial Inc’s Portfolio DES Stock Details DES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.7M Sell
158,701
-3,092
-2% -$111K 1.02% 26
2025
Q4 		$5.41M Sell
161,793
-977
-0.6% -$32.6K 0.99% 25
2025
Q3 		$5.49M Sell
162,770
-4,584
-3% -$152K 1.01% 23
2025
Q2 		$5.32M Sell
167,354
-10,414
-6% -$321K 1.07% 23
2025
Q1 		$5.68M Buy
177,768
+6,049
+4% +$203K 1.24% 22
2024
Q4 		$5.9M Buy
171,719
+843
+0.5% +$29.8K 1.34% 18
2024
Q3 		$5.89M Buy
170,876
+2,056
+1% +$68.3K 1.3% 18
2024
Q2 		$5.26M Buy
168,820
+5,878
+4% +$185K 1.26% 18
2024
Q1 		$5.32M Buy
162,942
+2,696
+2% +$84.3K 1.36% 18
2023
Q4 		$5.16M Buy
160,246
+13,349
+9% +$388K 1.41% 17
2023
Q3 		$4.14M Buy
146,897
+7,090
+5% +$208K 1.4% 15
2023
Q2 		$4.03M Buy
139,807
+366
+0.3% +$10.2K 1.33% 15
2023
Q1 		$3.98M Buy
139,441
+2,861
+2% +$85.6K 1.45% 14
2022
Q4 		$3.52M Hold
136,580
– – 1.66% 12
2022
Q3 		$3.52M Buy
136,580
+2,590
+2% +$75K 1.65% 12
2022
Q2 		$3.83M Sell
133,990
-3,336
-2% -$100K 2.07% 8
2022
Q1 		$4.38M Buy
137,326
+12,114
+10% +$387K 2.18% 9
2021
Q4 		$4.11M Buy
125,212
+4,266
+4% +$138K 2.06% 9
2021
Q3 		$3.73M Buy
120,946
+7,380
+6% +$232K 2.11% 8
2021
Q2 		$3.57M Buy
113,566
+2,240
+2% +$72.4K 2% 8
2021
Q1 		$3.47M Buy
111,326
+18,813
+20% +$555K 2.29% 8
2020
Q4 		$2.46M Buy
92,513
+13,330
+17% +$323K 1.83% 10
2020
Q3 		$1.67M Buy
79,183
+9,197
+13% +$200K 1.71% 13
2020
Q2 		$1.47M Buy
69,986
+34,244
+96% +$680K 1.68% 15
2020
Q1 		$646K Sell
35,742
-10,852
-23% -$268K 0.66% 26
2019
Q4 		$1.34M Buy
+46,594
New +$1.3M 1.25% 18

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Key Financial Inc's DES Position: Q1 2026 in Review

Key Financial Inc reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 1.9% in Q1 2026, selling an estimated $111K and leaving 158,701 shares worth $5.7M. The position accounts for 1.02% of the portfolio, ranked #26.

Key Financial Inc first reported a position in DES in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.9M in Q4 2024. 350 funds tracked by Wall St. Rank hold DES as of Q1 2026.

  • Key Financial Inc held 158,701 shares of WisdomTree US SmallCap Dividend Fund worth $5.7M as of Q1 2026.
  • Key Financial Inc sold 3,092 WisdomTree US SmallCap Dividend Fund shares in Q1 2026, an estimated $111K.
  • WisdomTree US SmallCap Dividend Fund made up 1.02% of Key Financial Inc's portfolio in Q1 2026, its #26 holding.
  • Key Financial Inc first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2019 and has held it in 26 quarters since.
  • Key Financial Inc's WisdomTree US SmallCap Dividend Fund position peaked at $5.9M in Q4 2024.
  • 350 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.